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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,659 | $117,859+196.7% | $102,438+241.3% | $145,959+139.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.74% | 31.72%-23.0pp | 29.37%-20.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $12,876 | $3,615+256.2% | $3,024+325.8% | $4,661+176.3% |
| Participant deferral / active EE | $3,552 | $5,732-38.0% | $5,054-29.7% | $6,689-46.9% |
| Admin fee / account holder | $1,789 | $13,318-86.6% | $9,448-81.1% | $13,398-86.6% |